wuwei2024

Curve's mechanism of low slippage and low fees is more friendly than uni v3 in large transactions.

Curve's bill market is the most important infrastructure for RAW in the future.

Falling out of cost-effectiveness, the current business income and 3 years of profit are the market value.

In the future, RAW asset transactions will greatly increase crv's business income.

CRV's economic model is also very practical, and it can share business profits.
Uni is still floating in the air to see the mood of the team

Each version has its own god. The son of this cycle is meme.
Those who don’t hold meme are just running along. This will continue in the second half of the year.
#memecoin

Any coin that is open for staking is an IQ test

You care about its interest (including airdrops), and it cares about your principal

In the last cycle, the public chain track was the king.

However, in this cycle, areas such as public chain infrastructure performed poorly, mainly due to insufficient demand for block space and failure to achieve large-scale adoption. The best performing track in the first half of the year was Meme, which was closely related to the rise of Solana (SOL). In the last cycle, the excellent performance of the public chain attracted a large amount of venture capital (VC), resulting in the proliferation of homogeneous projects, which was both cause and effect. The anti-VC wave promoted the rise of Meme, and Solana's high performance just fits Meme's needs.

However, with the explosion of Meme, Solana also encountered an overload problem similar to the previous round of Ethereum (ETH) DeFi Summer. Solana began to explore the second-layer diversion path. Although the methods are different, the final results are similar, and the market is still repeating the same pattern. Funds and investors gathered due to the money-making effect will also withdraw due to the money-losing effect.
In the absence of an outbreak of applications, there is a lack of actual demand. Most projects continue to unlock declines in the secondary market, and it is difficult to make profits in the primary market. Even with good liquidity, the decline is only slightly slower

In this case, the cost-effectiveness of participating in infrastructure airdrops is gradually reduced, which is also the fundamental reason why airdrops have been constantly FUDed recently, because there is no demand to support its value.

L2's high valuation and low circulation are just a superficial phenomenon.

L1 also has this problem, and apt, sui, and sol have been unlocked continuously.

The essence is that there is insufficient demand for block space and no large-scale application has exploded.

Gamefi, socialfi, RWA, etc., which were once thought to have exploded in this round, did not explode.

Only meme made sol rise, and other L1s were actually quite weak.

The public chain track was the king in the last cycle, and the application is the king in this cycle.

As legislation continues to advance and stablecoin regulation is implemented with clear boundaries, the issuance of stablecoins should accelerate, especially the euro stablecoin, which has expected external growth. Stablecoins are still the most practical application scenario.

The profiteering from the golden age eventually led to involution.

If you play a game that many people play, you will not win.
You will only win if you play a game that few people play.

Do the right thing with a high probability, find the right direction first, and then repeat it.

What LayerZero did is quite speechless. To receive the airdrop, you have to make a donation.

After all these operations, it is amazing that he has reached the point where everyone is calling for his downfall.

ARB was tested to its peak performance by L0 airdrop, and gas fees increased by hundreds of times in a short period of time.
ARB's self-developed expansion solution Optimistic Rollup is so fragile that it can't handle this amount of traffic. The short board TPS is not a little bit behind SOL.
It can't withstand a big banner, and ETH's second-layer banner still depends on STARK.#strk#arb #op

Putting aside the price factor, I like Starknet

Always doing the right thing, parallelism, ZK, chain abstraction

Already technology-oriented, the operation is particularly poor, there is basically no ecosystem, and I am not sure whether it is more inclined to B.

The public chain war is coming to an end, let's see the next wave of application wars.

The meme trend in this round is unstoppable.
New memes are constantly entering the top 100 in terms of market value, and this trend is still strengthening consensus and will continue. It has not yet reached its climax.
Each round has a different focus.
Why value coins don’t work
The value of "value coins" comes from large-scale adoption of applications, but the actual number of users is small, and "value coins" are not underestimated.
Secondly, value coins cannot bring incremental users, but memes can.

Buying cheap does not mean there is a "safety margin". In fact, growth is the real safety margin.
Ton's various data are growing, but the price of the coin has not increased much.
This is the opportunity gap.#ton$ton

tg has launched an application market, tg comes with 800 million daily active users#Ton#tg
A new blue ocean will be born, and Dapp will be re-forged on the ton ecology, defi, nft, games, etc.
If you don’t understand, just use WeChat.
App market = mini program, built-in ton wallet = WeChat wallet https://tapps.center

Cryptocurrency watchlist for the week ahead:
1) $LTC - Halving event will happen on August 2nd; 2) $EVMOS - Evmos 2.0 will go live on August 2nd; 3) Coin on Base - Base TVL has exceeded $40 million, but there is no official announcement yet bridge, so there is a lot of liquidity waiting to be deployed;
4) $MANTLE - Mantle proposes voting for staking 40,000 $ETH on Lido will end on August 5th, this new L2 is growing rapidly
5) SpartaDex - $SPARTA token and gamified DEX launching on August 3rd;
6) $LOOT - LootBot will start sharing revenue with token holders next week

Telegram’s various bots have become popular recently.
Only then did I react,
It turns out that Telegram is the SocialFi in cypto

Bear market survival rules
1. Make fewer mistakes. It is impossible not to make mistakes, but you can reduce the probability of making mistakes.
2. Do the right thing repeatedly.

zachxbt
Because he exposed the scam, he was sued by Maji. Now Zach is raising money for the lawsuit. Donating this is really a blessing. He doesn't give out coins, but others can do it, and they can all be found anyway. Just like many local dogs, there is a reason for receiving arb airdrops. The essence is to earn money from traffic. It may also be because of this opportunity to form a DAO, which is dedicated to exposing scam DAOs and legal aid DAOs. Everything is possible.

It’s garbage time, continue to wait patiently, there will be a lot of time to buy the bottom later, today is just one of the chain reactions caused by sec, the market makers can’t sit still for now, and they will clear their positions with one click.

If you want to understand one thing, hair-raising is actually a new way of distributing tokens.

The gas you invest is equivalent to participating in ido's new game, and you can obtain low-priced chips at a low cost. Various anti-witches are used to set new conditions and make the participants relatively fair.

Everyone knows that good projects can make money, but ordinary people are not qualified to invest at all. The only way for ordinary people to participate in early investment is to obtain low-price chips.
#原创Binance